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Holistic Financial Partners’s Micron Technology MU Stock Holding History

Holistic Financial Partners’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$609K Sell
528
-590
-53% -$442K 0.37% 46
2026
Q1 		$378K Sell
1,118
-66
-6% -$25.9K 0.14% 73
2025
Q4 		$338K Buy
+1,184
New +$272K 0.12% 84
2024
Q2 		– Sell
-2,000
Closed -$236K – 132
2024
Q1 		$236K Buy
+2,000
New +$181K 0.12% 105
2021
Q3 		– Sell
-3,238
Closed -$275K – 110
2021
Q2 		$275K Buy
3,238
+35
+1% +$2.95K 0.16% 90
2021
Q1 		$283K Buy
+3,203
New +$272K 0.19% 79

Other funds holding MU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Holistic Financial Partners's MU Position: Q2 2026 in Review

Holistic Financial Partners reduced its Micron Technology (MU) stake by 53% in Q2 2026, selling an estimated $442K and leaving 528 shares worth $609K. The position accounts for 0.37% of the portfolio, ranked #46.

Holistic Financial Partners first reported a position in MU in Q1 2021 and has held it in 6 quarters since. 3,875 funds tracked by Wall St. Rank hold MU as of Q2 2026.

  • Holistic Financial Partners held 528 shares of Micron Technology worth $609K as of Q2 2026.
  • Holistic Financial Partners sold 590 Micron Technology shares in Q2 2026, an estimated $442K.
  • Micron Technology made up 0.37% of Holistic Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Holistic Financial Partners first reported a position in Micron Technology in Q1 2021 and has held it in 6 quarters since.
  • 3,875 funds tracked by Wall St. Rank held Micron Technology as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.